CrowdStrike $CRWD Shares Sold by Allspring Global Investments Holdings LLC

Allspring Global Investments Holdings LLC lowered its position in CrowdStrike (NASDAQ:CRWD) by 59.7% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 11,959 shares of the company’s stock after selling 17,702 shares during the quarter. Allspring Global Investments Holdings LLC’s holdings in CrowdStrike were worth $5,979,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of the company. Fire Capital Management LLC grew its stake in shares of CrowdStrike by 1.7% during the third quarter. Fire Capital Management LLC now owns 1,239 shares of the company’s stock worth $608,000 after purchasing an additional 21 shares in the last quarter. Patron Partners LLC raised its stake in CrowdStrike by 2.1% in the second quarter. Patron Partners LLC now owns 1,076 shares of the company’s stock valued at $548,000 after buying an additional 22 shares in the last quarter. Nova Wealth Management Inc. lifted its holdings in CrowdStrike by 5.4% during the 3rd quarter. Nova Wealth Management Inc. now owns 428 shares of the company’s stock worth $210,000 after buying an additional 22 shares during the last quarter. Brighton Jones LLC lifted its holdings in CrowdStrike by 0.3% during the 3rd quarter. Brighton Jones LLC now owns 7,776 shares of the company’s stock worth $3,813,000 after buying an additional 22 shares during the last quarter. Finally, Sivia Capital Partners LLC boosted its position in shares of CrowdStrike by 3.4% during the 3rd quarter. Sivia Capital Partners LLC now owns 670 shares of the company’s stock worth $329,000 after acquiring an additional 22 shares in the last quarter. 71.16% of the stock is owned by hedge funds and other institutional investors.

CrowdStrike Price Performance

CRWD stock opened at $458.32 on Wednesday. The company has a current ratio of 1.81, a quick ratio of 1.81 and a debt-to-equity ratio of 0.18. The company has a market capitalization of $115.54 billion, a P/E ratio of -363.75, a PEG ratio of 109.81 and a beta of 1.03. The business has a 50 day simple moving average of $506.76 and a 200-day simple moving average of $481.92. CrowdStrike has a twelve month low of $298.00 and a twelve month high of $566.90.

CrowdStrike (NASDAQ:CRWD) last announced its earnings results on Tuesday, December 2nd. The company reported $0.96 EPS for the quarter, beating analysts’ consensus estimates of $0.94 by $0.02. The business had revenue of $1.23 billion for the quarter, compared to analysts’ expectations of $1.22 billion. CrowdStrike had a negative net margin of 6.88% and a negative return on equity of 2.12%. The company’s quarterly revenue was up 21.8% on a year-over-year basis. During the same period in the previous year, the company posted $0.93 EPS. CrowdStrike has set its FY 2026 guidance at 3.700-3.720 EPS and its Q4 2026 guidance at 1.090-1.110 EPS. As a group, equities analysts anticipate that CrowdStrike will post 0.55 EPS for the current year.

CrowdStrike News Summary

Here are the key news stories impacting CrowdStrike this week:

• Positive Sentiment: Analysts repriced CrowdStrike higher after a strong Q4 narrative—MarketBeat notes 40+ bullish updates in Q4, a firmer Moderate Buy consensus and higher price targets implying meaningful upside for 2026. 5 Stocks Wall Street Repriced Higher Heading Into 2026
• Positive Sentiment: Product/ARR momentum: Zacks reports Falcon Flex ARR has crossed ~$1.35B, signaling accelerated platform adoption and meaningful recurring-revenue expansion—an important fundamental driver for valuation support. Is Falcon Flex Now the Main Driver of CrowdStrike’s ARR Growth?
• Positive Sentiment: Partnerships and ecosystem reach: coverage examines CrowdStrike’s expanded AI security work with AWS and NVIDIA and the company’s accelerator selecting 35 AI/cyber startups—these moves strengthen the AI/cloud security narrative and long-term TAM. Does CrowdStrike’s Expanded AI Security Accelerator With AWS and NVIDIA Reshape Its Long‑Term Narrative (CRWD)? CrowdStrike, AWS, and NVIDIA Select 35 Startups for the 2026 Cybersecurity Startup Accelerator
• Neutral Sentiment: Valuation check: recent write-ups reassess CRWD after share-price pressure and multi-year gains—discussion is balanced: growth story intact but stretched multiples keep the stock sensitive to execution. Assessing CrowdStrike (CRWD) Valuation After Recent Share Price Pressure And Multi‑Year Gains
• Neutral Sentiment: CEO extracurricular purchase: coverage of the CEO’s reported ~$300M buy into a Mercedes F1 stake is mostly a governance/PR item—not a direct company catalyst, but worth noting for investor perception. Why Crowdstrike CEO just spent a reported $300 million to become a partial owner of the Mercedes F1 team
• Neutral Sentiment: Macro/sector context: a Zacks analyst roundup flags defense, tech and cybersecurity among potential beneficiaries from shifting geopolitics—helps explain sector interest but isn’t CRWD-specific. The Zacks Analyst Blog Chevron, Lockheed, Northrop, CrowdStrike and Palo Alto
• Negative Sentiment: Competition and relative valuation risk: MarketBeat and The Motley Fool note SentinelOne’s deep-value story and broader concerns that CrowdStrike trades at a premium among AI/security names—heightened competition and “frothy” AI valuation talk can cap upside and make CRWD sensitive to execution misses. What’s Up With SentinelOne? An Ultra-Deep Value Opportunity Investors Believe Overvaluation Is One of the Biggest Risks to the AI Story

Insider Buying and Selling at CrowdStrike

In related news, CAO Anurag Saha sold 836 shares of the firm’s stock in a transaction dated Wednesday, December 24th. The stock was sold at an average price of $476.83, for a total transaction of $398,629.88. Following the transaction, the chief accounting officer owned 43,726 shares of the company’s stock, valued at $20,849,868.58. This trade represents a 1.88% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, Director Sameer K. Gandhi sold 1,879 shares of the business’s stock in a transaction dated Tuesday, December 9th. The shares were sold at an average price of $527.51, for a total value of $991,191.29. Following the completion of the transaction, the director owned 763,027 shares in the company, valued at $402,504,372.77. This trade represents a 0.25% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 83,395 shares of company stock valued at $42,070,217. Corporate insiders own 3.32% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently weighed in on CRWD shares. Royal Bank Of Canada reissued an “outperform” rating and set a $621.00 target price on shares of CrowdStrike in a research report on Wednesday, December 3rd. Cantor Fitzgerald reaffirmed an “overweight” rating and issued a $590.00 price target on shares of CrowdStrike in a report on Wednesday, December 3rd. Wells Fargo & Company raised their price objective on shares of CrowdStrike from $550.00 to $600.00 and gave the stock an “overweight” rating in a report on Wednesday, October 1st. Wedbush restated an “outperform” rating and set a $600.00 price objective on shares of CrowdStrike in a research report on Monday, December 1st. Finally, DA Davidson restated a “buy” rating and issued a $580.00 target price on shares of CrowdStrike in a report on Wednesday, December 3rd. Thirty-two analysts have rated the stock with a Buy rating, eighteen have given a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat, CrowdStrike presently has an average rating of “Moderate Buy” and an average price target of $555.10.

CrowdStrike Company Profile

CrowdStrike Holdings, Inc (NASDAQ: CRWD) is a cybersecurity company founded in 2011 and headquartered in Sunnyvale, California. The firm was co-founded by George Kurtz and Dmitri Alperovitch and became a publicly traded company following its initial public offering in 2019. CrowdStrike positions itself as a provider of cloud-native security solutions designed to protect endpoints, cloud workloads, identities and data against sophisticated cyber threats.

The company’s core offering is the CrowdStrike Falcon platform, a modular, cloud-delivered security architecture that combines endpoint protection (EPP), endpoint detection and response (EDR), threat intelligence, and device control through lightweight agents and centralized telemetry.